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Organization Overview
We are a privately owned, investment advisory firm serving individuals, families and institutions.
For more than 40 years, we have designed and managed customized investment portfolios for clients, IRAs, trusts, foundations, endowments, corporate retirement and pension plans. Ferguson Wellman and its division, West Bearing Investments, manage $7.1 billion for 943 clients. (updated annually, as of January 1, 2023)
We have created two entry points to the same investment strategies that have been created by our own team of analysts. Our minimum for Ferguson Wellman client portfolios is $4 million and $1 million for West Bearing clients. Octavia Group, Ferguson Wellman’s private family office, provides fee-based services for clients with $10 million managed by our firm. With areas of expertise in investments, wealth management, institutional services and financial planning, we work together as a team to serve all client needs.
For more than 40 years, we have designed and managed customized investment portfolios for clients, IRAs, trusts, foundations, endowments, corporate retirement and pension plans. Ferguson Wellman and its division, West Bearing Investments, manage $7.1 billion for 943 clients. (updated annually, as of January 1, 2023)
We have created two entry points to the same investment strategies that have been created by our own team of analysts. Our minimum for Ferguson Wellman client portfolios is $4 million and $1 million for West Bearing clients. Octavia Group, Ferguson Wellman’s private family office, provides fee-based services for clients with $10 million managed by our firm. With areas of expertise in investments, wealth management, institutional services and financial planning, we work together as a team to serve all client needs.
Chris Bixby
April Sage
Danielle Hart
Emilie Ma
Nathan Putnam
Ralph Cole
Tara Kinateder
Executive Vice President
